Raymond James Financial
GDO

Raymond James Financial’s Western Asset Global Corporate Defined Opportunity Fund GDO Stock Holding History

Raymond James Financial’s Portfolio GDO Stock Details GDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$669K Sell
62,146
-131
-0.2% -$1.49K ﹤0.01% 4146
2025
Q4 		$735K Sell
62,277
-8,407
-12% -$98.6K ﹤0.01% 3986
2025
Q3 		$840K Sell
70,684
-4,481
-6% -$53.2K ﹤0.01% 3792
2025
Q2 		$887K Buy
75,165
+884
+1% +$10K ﹤0.01% 3653
2025
Q1 		$860K Sell
74,281
-8,055
-10% -$91.5K ﹤0.01% 3598
2024
Q4 		$933K Buy
+82,336
New +$976K ﹤0.01% 3494

Other funds holding GDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Raymond James Financial's GDO Position: Q1 2026 in Review

Raymond James Financial reduced its Western Asset Global Corporate Defined Opportunity Fund (GDO) stake by 0.21% in Q1 2026, selling an estimated $1.49K and leaving 62,146 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #4146.

Raymond James Financial first reported a position in GDO in Q4 2024 and has held it in 6 quarters since. The position peaked at $933K in Q4 2024. 32 funds tracked by Wall St. Rank hold GDO as of Q1 2026.

  • Raymond James Financial held 62,146 shares of Western Asset Global Corporate Defined Opportunity Fund worth $669K as of Q1 2026.
  • Raymond James Financial sold 131 Western Asset Global Corporate Defined Opportunity Fund shares in Q1 2026, an estimated $1.49K.
  • Western Asset Global Corporate Defined Opportunity Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4146 holding.
  • Raymond James Financial first reported a position in Western Asset Global Corporate Defined Opportunity Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Western Asset Global Corporate Defined Opportunity Fund position peaked at $933K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Western Asset Global Corporate Defined Opportunity Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.